27 Commits

Author SHA1 Message Date
391d6d34ce Automate issuer overlay creation from ticker searches 2026-03-19 20:44:58 -04:00
17de3dd72d Add history window controls and expand taxonomy pack support
- add 3Y/5Y/10Y financial history filtering and reorganize normalization details UI
- add new fiscal taxonomy surface/income bridge/KPI packs and update Rust taxonomy loading
- auto-detect Homebrew SQLite for native `sqlite-vec` in local dev/e2e with docs and env guidance
2026-03-18 23:40:28 -04:00
14a7773504 Add consolidated disclosure statement type
Create unified disclosure statement to organize footnote disclosures
separate from primary financial statements. Disclosures are now grouped
by type (tax, debt, securities, derivatives, leases, intangibles, ma,
revenue, cash_flow) in a dedicated statement type for cleaner UI
presentation.
2026-03-16 18:54:23 -04:00
a58b07456e Integrate crabrl parser into taxonomy hydration 2026-03-16 15:18:01 -04:00
ed4420b8db Add atomic task deduplication with partial unique index
- Add partial unique index for active resource-scoped tasks
- Implement createTaskRunRecordAtomic for race-free task creation
- Update findOrEnqueueTask to use atomic insert first
- Add tests for concurrent task creation deduplication
2026-03-15 14:40:38 -04:00
7a42d73a48 Fix filing taxonomy schema mismatch by adding explicit column verification
The filing_taxonomy_snapshot table was missing parser_engine and related columns
on databases created before the taxonomy surface sidecar migration. This caused
filing sync workflows to fail with 'table has no column named parser_engine'.

Changes:
- Add TAXONOMY_SNAPSHOT_REQUIRED_COLUMNS constant for required columns
- Add verifyCriticalSchema() to fail fast at startup if schema is incompatible
- Reorder ensureTaxonomySnapshotCompat to check table existence before column ops
- Add explicit column verification after ALTER TABLE attempts
- Add regression tests for missing column detection

Fixes #2
2026-03-15 13:15:01 -04:00
b735b864d2 Fix SQLite taxonomy schema bootstrap drift 2026-03-14 19:00:29 -04:00
0394f4e795 Add company overview skeleton and cache 2026-03-13 19:05:17 -04:00
e5141238fb WIP main worktree changes before merge 2026-03-13 00:20:22 -04:00
01199d489a Add untracked chart and schema files 2026-03-13 00:11:59 -04:00
58061af006 feat(taxonomy): add rust sidecar compact surface pipeline 2026-03-12 15:23:10 -04:00
12a9741eca Improve job status notifications 2026-03-09 18:53:41 -04:00
7a70545f09 Merge branch 't3code/expand-research-management-plan'
# Conflicts:
#	app/analysis/page.tsx
#	app/watchlist/page.tsx
#	components/shell/app-shell.tsx
#	lib/api.ts
#	lib/query/options.ts
#	lib/server/api/app.ts
#	lib/server/db/index.test.ts
#	lib/server/db/index.ts
#	lib/server/db/schema.ts
#	lib/server/repos/research-journal.ts
#	lib/types.ts
2026-03-07 20:39:49 -05:00
e20aba998b Add search and RAG workspace flows 2026-03-07 20:34:00 -05:00
62bacdf104 Add research workspace and graphing flows 2026-03-07 16:52:35 -05:00
db01f207a5 Expand financials surfaces with ratios, KPIs, and cadence support
- Add bundled financial modeling pipeline (ratios, KPI dimensions/notes, trend series, standardization)
- Introduce company financial bundles storage (Drizzle migration + repo wiring)
- Refactor financials page/API/query flow to use surfaceKind + cadence and new response shapes
2026-03-07 15:16:35 -05:00
52136271d3 Implement fiscal-style research MVP flows
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2026-03-07 09:51:18 -05:00
8b1fff4130 Implement dual-surface financials and db bootstrap 2026-03-06 16:24:56 -05:00
8e62c66677 Run playwright UI tests 2026-03-06 14:40:43 -05:00
610fce8db3 Add category and tags granularity to company sync flows 2026-03-03 23:10:08 -05:00
d81a681905 feat: migrate task jobs to workflow notifications + timeline 2026-03-02 14:29:31 -05:00
bcf4c69c92 feat(financials-v2): add statement snapshot schema and shared types 2026-03-02 09:33:44 -05:00
2a5b548d89 Prioritize SEC financials for 10-K/10-Q and keep other filings qualitative 2026-03-01 00:37:47 -05:00
a09001501e Implement dual-model filing pipeline with Ollama extraction 2026-02-28 16:31:25 -05:00
f2ac1c426e Migrate stack to SQLite and set Coolify defaults 2026-02-26 15:45:22 -05:00
74fee52c4e chore: commit all changes 2026-02-26 13:26:18 -05:00
0ab464f910 Use Drizzle adapter and Drizzle CLI auth migrations 2026-02-24 16:21:03 -05:00